Profitability insights
See which projects are on target and which need attention. Live variance and EAC show impact before it hits margin.
Read more about construction forecastingXero for Construction
Xero is great for accounting, but it wasn’t built for job costing. Planyard fills the gap with real-time cost tracking, automated purchase orders, and seamless invoice approvals — so only clean, error-free data lands in Xero.
- Approval-only sync keeps ledgers clean
- 3-way match blocks bad invoices before accounting
- Real-time project costs and forecasts
Free 14-day full-featured trial. No credit card required.
Read success stories from our customers
See how Planyard helps businesses like yours succeed - read their stories in our blog.
"We had to get our accountant on board and interface it with Xero, so invoices hit the right job number. Now an invoice gets uploaded in Planyard, I sign it off, and it drops into my Xero payment schedule in three or four weeks - it’s perfect."
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"All of the financial data and invoices are sent automatically to Xero and emailed to my bookkeeper, who then has all the information she needs to record it correctly in our accounts. It’s sort of job done, as simple as that."
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"When I have been working on cloud accounting like Xero and Quickbooks they don’t have a specific construction-based costing tool. You have project management costing tools but they are not aimed at the level of what construction companies need so I came across Planyard and I was like finally there is something that solves the problem."
"Xero does have a purchase order system, but it wasn't geared towards a construction business or the way we actually operate."
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"Planyard's integration with Xero has streamlined our project financials, providing clear insights and saving us valuable time. It's easy to use and keeps all commitments organized for seamless financial tracking."
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Solutions for Contractors on Xero
Pick a starting point: add the controls Xero misses — job costing, estimating, approvals, CIS, and more.
See real-time job visibility with Planyard + Xero
Watch a 2-minute tour: capture invoices, auto-link to POs, route approvals, and sync clean, fully coded bills to Xero—no re-typing.
Process: Capture → PO link → Approve → Sync
Site and QS teams work in Planyard; Finance stays in Xero. You get one controlled flow from invoice capture to payment-ready bills—so ledgers stay clean and job reports stay accurate.
Capture
OCR turns PDFs and photos into structured data (no re-typing); duplicates are flagged before review.
Read more about invoice captureUpload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.
Auto-link to PO
Invoices auto-pair to the correct PO and delivery/valuation; price and quantity variances are highlighted.
Read more about purchase orders
Sync to Xero
Only approved, fully coded bills post with vendor, COA, tracking category, tax/currency, and the invoice PDF attached.
Read more about the Xero integrationTrusted by construction companies globally
Related resources
- Xero Job Costing for Construction — Prevent overruns with live variance and 3-way match.
- Xero Integration for Contractors — Capture → match → approve → sync cleanly to Xero.
- Is Xero good for construction accounting? — What Xero handles vs what needs project-side controls; practical pros/cons for contractors.
- Can Xero do job costing? — Where Xero’s built-ins stop, and when to add approvals, 3-way match and live variance.
- Xero Projects & alternatives for construction financial management — Compare Xero Projects with other approaches; when you need tighter job-cost control.
- Xero construction purchase order software — Raise POs against budgets, 3-way match to delivery/invoice, and sync approved bills to Xero.
- Planyard support – Xero — Everything regarding Xero in our support center.
Frequently asked questions
We've got your questions covered. If you can't find the answer below, then feel free to contact us via the chat.
Live variance and EAC update in real time from approved hours, POs and invoices; only approved, coded costs post to Xero, so you spot overruns before they hit your accounts.
Yes—accounting stays in Xero; project control stays in Planyard. Bills land with the right supplier, Chart of Accounts, Tracking categories, tax/currency and the invoice PDF attached.
Yes—Planyard integrates with Xero and only posts approved, fully coded bills with supplier, Chart of Accounts, Tracking categories, tax/currency and the invoice PDF.
Yes—PO ↔ delivery/valuation ↔ invoice matching is enforced, with project-configured approval routes and thresholds; mismatches/over-billing are blocked before anything can post to Xero.
Upload your project budget and follow the financial progress in real-time
No credit card required. No sales or IT support needed.